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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,888 | $111,535-96.5% | $105,223-96.3% | $137,256-97.2% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.0%+19.1pp | 80.0%+14.2pp |
| Annual return | 29.17% | 237.85%-208.7pp | 180.65%-151.5pp | 220.34%-191.2pp |
| Employer contribution / active EE | $1,118 | $3,939-71.6% | $3,689-69.7% | $4,156-73.1% |
| Participant deferral / active EE | $1,905 | $5,500-65.4% | $5,072-62.4% | $6,407-70.3% |
| Admin fee / account holder | $14 | $9,721-99.9% | $8,859-99.8% | $12,270-99.9% |